Visionary Horizons’s Chevron CVX Stock Holding History

Visionary Horizons’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$486K	Buy	2,930 +106	+4%	+$19.7K	0.2%	85
2026 Q1	$584K	Sell	2,824 -39	-1%	-$7.11K	0.29%	69
2025 Q4	$436K	Sell	2,863 -121	-4%	-$18.4K	0.23%	80
2025 Q3	$463K	Sell	2,984 -184	-6%	-$28.5K	0.26%	73
2025 Q2	$454K	Hold	3,168	–	–	0.29%	67
2025 Q1	$530K	Sell	3,168 -650	-17%	-$102K	0.37%	60
2024 Q4	$553K	Sell	3,818 -110	-3%	-$16.8K	0.36%	51
2024 Q3	$578K	Hold	3,928	–	–	0.39%	50
2024 Q2	$614K	Hold	3,928	–	–	0.45%	36
2024 Q1	$624K	Buy	3,928 +50	+1%	+$7.54K	0.49%	29
2023 Q4	$578K	Buy	+3,878	New	+$587K	0.47%	34

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Visionary Horizons's CVX Position: Q2 2026 in Review

Visionary Horizons increased its Chevron (CVX) stake by 3.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,930 shares worth $486K. The position accounts for 0.2% of the portfolio, ranked #85.

Visionary Horizons first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $624K in Q1 2024. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Visionary Horizons held 2,930 shares of Chevron worth $486K as of Q2 2026.
Visionary Horizons bought 106 Chevron shares in Q2 2026, an estimated $19.7K.
Chevron made up 0.2% of Visionary Horizons's portfolio in Q2 2026, its #85 holding.
Visionary Horizons first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Visionary Horizons's Chevron position peaked at $624K in Q1 2024.
2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.